Customers with more than one address
Keep each service location linked to the customer and its related work, rather than creating disconnected records.
Explore customer managementFIELD CONSOLE PRO / CLEANING BUSINESS CRM & OPERATIONS SOFTWARE
Organize recurring cleaning visits and one-time work around the customer, location and assigned team. Built for service businesses working in homes, offices and commercial spaces.
LOCATION BY LOCATION
Clearview Cleaning Services
Location by locationCustomer: Alder Offices · Location: West wing
PRACTICAL TOOLS. CONNECTED RECORDS.
Keep each service location linked to the customer and its related work, rather than creating disconnected records.
Explore customer managementOrganize visits and team assignments, with recurring schedules on eligible monthly plans and assigned-work access for authorized field staff.
Explore team and field operationsSave a completed visit’s customer-facing summary and make eligible appointments and shared documents available through the branded Customer Portal.
Explore the Customer PortalTeam permissions and plan capacity apply. Recurring schedules require eligible monthly-plan access; online payments require payment setup. Scheduling, customer decisions and invoicing remain separate business actions.
AN EXAMPLE, NOT A REQUIRED SEQUENCE
Choose the steps the work needs. Keep the customer and the record connected.
Select the cleaning customer and the correct service location.
Schedule the visit or set up an eligible recurring schedule.
Assign field staff and document the work after each visit.
Prepare the completed work’s invoice and review recorded payments.
A LITTLE MORE CLARITY
YOUR BUSINESS. YOUR NEXT CHAPTER.
Connect your customers, jobs, team and commercial work with Field Console Pro.
Get started Explore plans & pricing Registration, business review and plan activation are separate steps.